> For the complete documentation index, see [llms.txt](https://docs.mailtrap.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mailtrap.io/guides/integrations/salesforce.md). # Salesforce [Salesforce](https://www.salesforce.com/ap/) is a cloud-based CRM platform used by businesses to manage customer relationships, sales, and marketing. With the [Email Sandbox for Salesforce](https://appexchange.salesforce.com/appxListingDetail?listingId=4f6cce1b-4943-4b23-94d7-d01df5249b03) add-on, you can route your Salesforce emails through [Email Sandbox](https://mailtrap.io/email-sandbox/) to test and inspect them before they reach real recipients. In this guide, you'll learn how to: * [Install the Email Sandbox add-on](https://docs.mailtrap.io/guides/integrations/salesforce#step-1.-install-the-email-sandbox-add-on) * [Connect and authorize Salesforce](https://docs.mailtrap.io/guides/integrations/salesforce#step-2.-connect-and-authorize-salesforce) * [Activate the Email Sandbox add-on](https://docs.mailtrap.io/guides/integrations/salesforce#step-3.-activate-email-sandbox-for-salesforce)

Pricing

The add-on is free to use with a free Mailtrap account. You get the standard Mailtrap Free plan limits: 50 test emails per month, 1 email per 10 seconds, 1 user and 1 sandbox. To go beyond these limits, upgrade to a paid Mailtrap plan and add the Salesforce add-on, billed monthly per Salesforce user. A paid plan lets you: * Test more emails each month, up to unlimited * Send at higher speed * Create more sandboxes * Invite your team to your Mailtrap account * Get priority support, plus SSO on the Enterprise plan Additionally, there are available [discounts for non-profit organizations and open-source initiatives](https://docs.mailtrap.io/account-and-organization/billing/non-profit-and-open-source).

{% hint style="info" %} The add-on works with Sales Cloud, Service Cloud, Experience Cloud and platform email, including Flow, Apex, email alerts and templates. It doesn't work with Marketing Cloud. {% endhint %} ## Step 1. Install the Email Sandbox add-on {% @arcade/embed flowId="pBqMHghFzHxD8ixTY5hT" url="" %} * Open the official [Mailtrap Email Sandbox AgentExchange listing](https://appexchange.salesforce.com/appxListingDetail?listingId=4f6cce1b-4943-4b23-94d7-d01df5249b03), click **Get It Now**, and log in via Trailblazer.

* Choose where to install the package

* Confirm the installation details and make sure to accept the terms and conditions

* Choose a Salesforce username (i.e., ****)

* Select whether to install the app for admins only, all users, or specific profiles.

* Approve third-party access and click **Continue**.

If the installation takes longer, Salesforce will email you a confirmation.

You can also check for the **RWMailtrapApp** under **Installed Packages**.

## Step 2. Connect and authorize Salesforce Email Sandbox for Salesforce requires a [Named Credential](https://help.salesforce.com/s/articleView?id=xcloud.named_credentials_about.htm\&type=5) called **MailTrap\_To\_SF** to communicate with your Salesforce org. To set it up, you need to: * [Assign permission set](https://docs.mailtrap.io/guides/integrations/salesforce#assign-permission-set) * [Create Named Credentials](https://docs.mailtrap.io/guides/integrations/salesforce#create-named-credentials) * [Add access to the Named Credentials](https://docs.mailtrap.io/guides/integrations/salesforce#add-access-to-the-named-credentials) {% hint style="info" %} **Useful link**: [What are Named Credentials?](https://help.salesforce.com/s/articleView?id=xcloud.nc_basics.htm\&type=5) {% endhint %} ### Assign permission set {% @arcade/embed flowId="hzXq7EtgAGGHVI0cJknW" url="" %} First, you need to assign Mailtrap Admin permission set to User who will configure the app. * In **Setup** go to **Users** (under **Administration**) and open the **Users** settings. Then, select the user you want running this whole configuration, or the system administrator.

* Under the **Permission Set Assignments** list, click on **Edit Assignments**.

* Select **MailTrap Admin** and hit the **Save** button.

### Create Named Credentials #### Step 1. Create an External Client App {% @arcade/embed flowId="MZsHAOSVkEVG0zUuJ3zA" url="" %} * Navigate to **Setup** → **Apps** → **External Client Apps** → **External Client App Manager** and click on **New External Client App**.

* Then, enter the required **Basic Information**, such as **External Client App Name**, **API Name**, **Contact Email**, and **Distribution State**.

* Next, make sure to check the **Enable OAuth** box and configure it with the following settings: * **Callback URL** – For now, use `https://www.example.com` (we will change it later); * **OAuth Scopes** – Select **Manage user data via APIs (api)** and Perform **requests at any time (refresh\_token, offline\_access)**.

* Under **Flow Enablement**, tick the **Client Credentials Flow** and hit the **Create** button.

* Under the **Policies** tab, click **Edit**. This will allow you to make the required changes to **OAuth Policies**.

* Enable **Client Credentials Flow** and enter the email address of the **Admin User** with **MailTrap Admin permission** set assigned. * Hit the **Save** button.

* Go to the **Settings** tab, expand the **OAuth Settings**, and click on **Consumer Key and Secret**.

* You will be redirected to a page where you can see your **Consumer Key** and **Consumer Secret**, you should copy both of them.

#### Step 2. Create Auth Provider {% @arcade/embed flowId="R2peujh8cGq038DFp5uP" url="" %} {% hint style="info" %} **Useful links**: * [Configure a Salesforce Authentication Provider](https://help.salesforce.com/s/articleView?id=xcloud.sso_provider_sfdc.htm\&type=5) * [My Domain (for finding your domain URL)](https://help.salesforce.com/s/articleView?id=xcloud.domain_name_overview.htm\&type=5) {% endhint %} * Navigate to **Setup** → **Identity** (Under **Settings**) → **Auth.Providers** and click on **New**.

* Then, enter the following settings for **Auth. Provider**: * For **Provider Type**, select **Salesforce**. * For **Consumer Key** and **Consumer Secret** you should paste from the **Connected App**. * Paste ***api refresh\_token offline\_access*** in **Default Scopes**. * **Authorize Endpoint URL**: Your domain URL + `/services/oauth2/authorize` * **Token Endpoint URL**: Your domain URL + `/services/oauth2/token` {% hint style="info" %} Domain URL can be found under Company Settings → My Domain. {% endhint %}

* Copy **Callback URL** from **Auth.Providers**.

* Paste the **Callback URL** into the **Connected App** instead of `https://www.example.com`.

#### Step 3. Named Credentials to Salesforce {% @arcade/embed flowId="JRDIhh5xmjdiE2iQGnGJ" url="" %} {% hint style="info" %} **Useful links**: * [External Credentials](https://help.salesforce.com/s/articleView?language=en_US\&id=sf.nc_create_edit_external_credential.htm\&type=5) * [Enable External Credentials Principals](https://help.salesforce.com/s/articleView?id=xcloud.nc_enable_ext_cred_principal.htm\&type=5) {% endhint %} * Navigate to **Setup** → **Named Credentials** (under **Security**)→ click on **External Credentials** and hit the **New** button.

* Then, fill in all necessary information: * **Name**: MailTrap\_To\_SF * **Authentication Protocol**: OAuth 2.0 * **Authentication Flow Type**: Browser Flow * **Scope**: api refresh\_token offline\_access * **Identity Provider**: select the Auth.Provider you created – `ThisOrg` Once you’re done, make sure to hit the **Save** button.

* Navigate to **Named Credentials**, click **New**.

* Fill in all necessary information: * **Label and Name**: MailTrap\_To\_SF * **URL**: Your domain URL * **External Credential**: select External Credential you created before – MailTrap\_To\_SF * **Allowed Namespaces for Callouts**: RWMailtrap {% hint style="danger" %} Name should specifically be **MailTrap\_To\_SF**, no other can be used for MailTrap package. {% endhint %}

* Once you’re done, click **Save**, and go back to the **External Credentials** tab to open it.

* In the **Principals** section click **New**.

* Configure it as in the screenshot below, then click **Save**.

* In the **Principals** section click the menu button underneath **Actions**:

* Then, **Authenticate**:

* Login to the Salesforce organization, **Allow** access, and confirm.

* Go to the **Profiles** page and find the profile you want to give permissions to.

* At the **Enabled External Credential Principal** **Access** section click **Edit**.

* Select **MailTrap\_To\_SF – 1** and click **Save**.

And that’s it, your application is ready! ## Step 3. Activate Email Sandbox for Salesforce {% @arcade/embed flowId="F7ti6g7iNkm6fhVAACeM" url="" %} To enable the Email Sandbox for Salesforce, you need to connect your Mailtrap account by adding a [Mailtrap API Token](https://docs.mailtrap.io/email-api-smtp/setup/api-tokens). To do this: * First, navigate to the Mailtrap app via **App Launcher**.

* Then, click on **Connect Mailtrap account**.

To activate the Sandbox mode, navigate to **Account Settings**, and then: * Paste your API token in the bar, hit **Save**.

{% hint style="info" %} **Important**: The Mailtrap API token you intend to use for the Salesforce integration with Sandbox should have: * At least **Viewer** permission for *the whole account*. * **Admin** permission for *one or multiple sandboxes*. If your API token doesn’t meet one of these requirements, you won’t be able to activate the add-on. {% endhint %} * Select a sandbox to receive emails * Activate the sandbox mode

The integration is complete! 🎉 ## Sending a test email To verify the integration, go to the **Contacts** page and try to send an email to one of your contacts. For example:

If you’ve followed everything correctly so far, once you click on **Send**, an email should arrive in your Sandbox, just like so:

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